Job Description

POSITION SUMMARY:

The Account Assessor works at the direction of the Account Management Supervisor, providing service and support to Third-Party Dealers and Sales Representatives via Project intake assessments, a Project task queue, and a Project ticket queue. The Account Assessor is responsible for maintaining an accurate pre survey Scope of Work, managing projects with a CRM, and maintaining project viability through regular account reviews. In addition to project assessments, the Account Assessor also acts as a conduit by communicating or creating additional action items for various stakeholders. A successful Account Assessor demonstrates excellent attention to detail, transposes data accurately and provides clear direction for sales partners when project documentation, contract or finance requisites have not been met at project submission or once the Scope of Work has been published.

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:

Display a basic understanding of Solar, required documents, contract and finance requirements

Accurately scrub data from new deals submitted

Examine contracts and finance information to ensure accuracy

Verify Property Ownership

Manage Missing Paperwork to ensure all required documents are received, accurate and uploaded

Document additional project costs properly

Maintain an accurate project activity status by determining when a project should be halted immediately after site survey

Synthesizes complex project issues into clear resolution options for Sales Representatives

Escalates complex issues or approvals to assigned Account Management Supervisor

Track performance against daily, weekly and monthly KPI goals

Calculates project expenses accurately

Must be familiar with all financing products, equipment, pricing, utility and state requirements

Review and modify sold scope of work data against Finance Company requirements

Perform duties as assigned

QUALIFICATION REQUIREMENTS:

Education & Certifications:

High School Graduate or GED

Experience:

1+ Year of Operations Experience preferred

1+ Year operating within a CRM or Project Management Software preferred

1+ Year of Accounting or Contract/Document review experience preferred

Knowledge, Skills & Abilities:

Ability to work a rotating schedule- including early mornings, late evenings, holidays, Saturdays and Sundays are required

Must be able to operate a computer and other communications equipment (i.e. phone, instant messaging, video conferencing, email, etc.)

Ability to communicate clearly and concisely in a professional and effective manner, both verbally and written

A perpetual focus on operational excellence and ability to persevere in an occasionally high stress environment

Maintain tact and professionalism when dealing with difficult/irate people and those in stressful situations

Follow written and verbal directions, policies, and procedures

Ability to work with frequent interruptions

Develop and maintain cooperative, effective working relationships with others

Basic clerical and typing skills.

Ability to multitask

Computer literate and typing skills of at least 35 words per minute

Excellent communication, customer service, attention to detail and problem-solving skills, including the ability to maintain composure under stress in a high-level environment